Profit-to-Wealth™

The Profit-to-Wealth™ App is a unified financial intelligence platform built for business owners and their wealth advisors to bridge the gap between business pr

Data types

  • Client
  • Account
  • Assessment
  • GaugeScore
  • Transaction
  • ExitReadinessQuestionnaire
  • ExitReadinessMetrics
  • Scenario
  • Document
  • ActionItem
  • ImpactAlignmentQuestionnaire
  • ClientDocumentDelivery
  • ServiceRequest
  • RiskToleranceQuestionnaire
  • OnboardingChecklist
  • Business
  • BusinessOwner
  • BusinessValuation
  • DocumentVersion
  • DocumentShare
  • DocumentRequest
  • ProfitToWealthAssessment
  • Notification
  • Goal
  • AdvisorRecommendation
  • BusinessCreditScore
  • ExitReadinessDocumentChecklist
  • ClientCommunication
  • FinancialDataRequest
  • ClientReport
  • BlogPost
  • EmailCampaign
  • EmailContact
  • Referral
  • ProspectBatch
  • EmailLog